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Posts by Mike Vallie

Mike Vallie

Mike Vallie is a Vice President on Westwicke's medical technology and diagnostics teams. He has extensive experience in financial planning and analysis. He has a BS from George Mason University and an MBA in finance from the Robert H. Smith School of Business at the University of Maryland.

5 Ways to Implement the Results of a Perception Study

Posted on July 30th, 2019. Posted by

5 Ways to Implement the Results of a Perception Study

One of the most critical aspects of being able to effectively communicate with Wall Street is to understand how it views you, your company, and your story. A solid understanding of the lens through which you are viewed can give you the foundation to develop a strategic communication plan. Unfortunately, Wall Street doesn’t sit down as a group to develop a single view on your company — each sell-side analyst and investor develops his or her own unique opinion that is influenced by a wide variety of factors.

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Presenting Your M&A Deal To Wall Street

Posted on July 18th, 2018. Posted by

Westwicke-Partners_M&A

An acquisition carries the promise of growth and change, and a fair amount of risk, for any company. As a buyer, you may be seeking to broaden your service offerings or geographic footprint, add a new technology, transform the company by expanding into a new healthcare segment, or become a bigger player in a consolidating market.

The prospect of change can be exciting and energizing. At the same time, the process — from shopping to deal integration — is complex and requires skillful planning and management.

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The Rise of Retail Investors: How Public Companies Should Manage the Masses

Posted on February 14th, 2018. Posted by

While most management teams tend to view investors as strictly institutional — professionals putting capital to work for mutual funds, hedge funds, family offices, asset managers, etc. — “retail investors,” individuals investing their personal capital, are continuing to become a bigger and more influential part of the investor landscape.

This emerging community of investors runs the gamut in terms of profile and motivation. They’re day-traders moving in and out of stocks on an everyday basis, individuals controlling the execution of their retirement funds, households investing for the future, true speculators looking for high-flying returns, and everyday people simply looking to generate extra cash.

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Guide to Selecting a Winning IPO Team

Going public? Learn how to identify the right people to work with your company by downloading our latest eBook, Guide to Selecting a Winning IPO Team.

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